See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,215 | $57,281+40.0% | $86,612-7.4% | $75,163+6.7% |
| Participation rate | 48.3% | 63.2%-14.9pp | 71.7%-23.4pp | 67.2%-18.9pp |
| Annual return | 18.87% | 2670.75%-2651.9pp | 591.07%-572.2pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,377 | $2,314+2.7% | $3,022-21.4% | $2,670-11.0% |
| Participant deferral / active EE | $4,032 | $3,318+21.5% | $4,438-9.1% | $4,125-2.3% |
| Admin fee / account holder | $991 | $4,112-75.9% | $5,614-82.4% | $5,651-82.5% |